Backlog up 77% year over year and new SMR commitments from the U.S.-Japan $40B deal hardened every nuclear demand thesis BWXT tracks against, with no offsetting softness anywhere in the print.
Tessara post-call read · synthesized from the earnings-call transcriptreported May 5, 2026
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What moved, what it means for the thesis, and the signal others missed. Every name you cover, the night it prints.